Real Estate Development Expert Witness

Provides Opinion & Testimony In:

Real Estate Development, Acquisitions, Dispositions, Operations, Planning, Development, Stock Holder Consultations, Government Relations, Financial Analysis, Cost Controls

E X P E R I E N C E   S U M M A R Y

With over 25 years in real estate development, Expert has held leading roles in managing complex large-scale projects for national and international firms, lenders, and top real estate developers including Bank of America, Bank of the West, BNP Paribas, Alecta Real Estate, Taisei Corp., BCED Development, Lewis Community Builders, and more.
He brings strengths in acquisitions & dispositions, operations, planning & development, stakeholder consultations, government relations, financial analysis, and cost controls. Expert has led development teams on 12 residential / mix-use master plans and over 35,000 units and has directly managed the cycles of acquisition, planning, entitlements, engineering, development, guest builders, marketing and dispositions of residential, multi-family and retail / commercial properties.

P R O F E S S I O N A L   H I S T O R Y

Consulting Group 2019-Present
San Diego, California
Director of Land Development Consulting

Stonewood, Inc. 1991- 2019
Southern California
Managing Director / Principal
Supervised the course of development for residential and commercial plans for major clients. Provided market intelligence and advised on real estate values to ensure
sound decision making, facilitating high revenue generation.
Key Projects:
Entitled, engineered, constructed, and closed disposition transactions for 1400+ Units in Western Riverside County, California. Secured all local, state, and federal entitlements including 404 and 401 Environmental Permits.

Due Diligence and management of 22 large Bank Owned (REO) assets including
several multi-thousand-unit master plans, office building, and subdivisions. Facilitated Dispositions.

Lewis Group of Companies 2015-2018
Upland, California
Vice President, Regional Project Manager
Master-planned a Transit Oriented Development (TOD) community, converting a 160- acre golf course to a mixed-use community of 3,450 homes dedicated to sustainable living and connected travel.
Key Contribution:
Secured Specific Plan and Final EIR approvals to build 3,450 multi-family homes and apartments within the TOD. Oversaw Engineering, Marketing and Site Construction.

Department of the Navy 2009- 2015
San Diego, California
Asset Management and Financial Consultant
Oversaw asset management, policy development, and financial training for several Navy development projects, both residential and multi-use.
Developed strategic financial and asset protection plans for large-scale military
housing portfolios with a combined value of $25B. Administered operating and capital improvement budgets. Reviewed and supported the negotiation of lease agreements. Trained financial staff members to maximize returns and reduce risk. Received a letter of appreciation for extraordinary service to the U.S. Navy.
Key Projects:
Manchester Pacific Gateway Project: Analyzed project plan and advised on ground
lease negotiations for a hotel, office, and retail development project on the San Diego Waterfront.
Navy Facilities Southwest Housing Portfolios: Oversaw financial management and policy analysis functions for two public-private military housing portfoios across the
country, including 26,500 military family homes. Created financial models and made recommendations on sustainable oprations management on nine national housing portfolios. Conducted training classes for financial team members.

McKellar Development of La Jolla 1988- 1991
San Diego, California
Vice President of Development
Led corporate team in winning a national competition to secure development right for the San Diego State University Redevelopment Project. Proceeded on a two-year
master planning program. Value of the project was $1B.
Planned and Entitled 350 residential units in San Diego County.

BCED / DAON Development 1984-1988
San Diego, California
General Manager – San Diego County
Led teams to develop master plan communities in San Diego County. Negotiated and closed dispositions to builders in excess of $500M.
Full performance responsibility for three major residential master plan projects – Shadowridge, La Costa, and Miramar Ranch North with 16,000 approved units
Turned around Miramar Ranch North Master Plan of 1,200 acres and 3,360 homes
Hands-on management of the complete engineering, development, and disposition phases
Maintained P&L responsibility, directed staff functions, and government/consultant relations

Pelican Properties 1981-1984
Orange County, California
Vice President of Development
Plan and Design of Del Mar Hilton Hotel
Plan and Entitlement of Apartment and Condominium Projects

Campeau Corp. of California 1979-1984
Newport Beach, California
Director of Development
Acquisition & Entitelment of 8,449 Units in Orange, Riverside and San Bernardino counties, California

Birtcher Real Estate Group
Santa Ana, California 1976-1979
Financial Controller
Deloitte (Haskins & Sells)
Los Angeles, California 1974-1976
Certified Public Accountant – Real Estate Practice Division

L I C E N S E S

CPA License
California Real Estate Broker’s License
State of California Contractor’s License
B – General Building Contractor
C-12 Earthwork and Paving
C-34 Pipeline

O R G A N I Z A T I O N S

Lamba Alpha International Real Estate Society
Past Board Member
Building Industry Association San Diego
Miramar Ranch North Community Planning Group
Past Co-Chair
American Institute of Certified Public Accountants (AICPA)
California Institute of Certified Public Accountants

E D U C A T I O N

California Polytechnic University, Pomona
Bachelor of Arts in Business and Accounting

R E L E V A N T   P R O J E C T S

Master Planned Communities
The Resort – Rancho Cucamonga, CA
3,450 Unit Transit-Oriented Mixed-Use Community
The Vineyard – Murrietta, CA
1,121 Unit Master Plan
Miramar Ranch North / Scripps Ranch, CA
3,360 Master Plan
La Costa – Carlsbad, CA
9,000 Unit Master Plan
Bressi Ranch – Carlsbad, CA
Acquisition Due Diligence Master Plan

Shadowridge Country Club – Vista, CA
4,114 Unit Golf Course Community
Colinas de Capistrano – Orange County, CA
2,802 Unit Master Plan
Lomas de Yorba – Yorba Linda, CA
3,450 Unit Master Plan
Lake Hills Estates – Riverside County, CA
1,700 Unit Master Plan
Countryside – Riverside County, CA
1,190 Unit Master Plan
Adobe Springs – Murrietta, CA
647 Unit Master Plan
Commercial Retail
Uptown Retail Center – San Diego, CA
La Jolla Whole Foods Center – San Diego, CA
Lakeshore Center – San Francisco, CA
Wells Fargo Office building – Pasadena, CA
University Drive (Bumblebee HQ) Office Building – San Diego, CA
Mirada Interiors Building – Rancho Mirage, CA

Commercial Industrial
Otay Mesa 40 Acre Industrial Park – San Diego, CA
Whichester 140 Acre Business Park – Temecula, CA
Egg City 340 Acre – Moorpark, CA
Shadowridge 80 Acre Commercial – Vista, CA
Mira Mesa II 92 Acre Industrial – San Diego, CA
Baker Ranch II 60 Acre Commercial – Lake Forest, CA
Mira Ranch North 100 Acre Commercial – San Diego, CA
State College Center 75 Acre Industrial – San Bernardino, CA

Hotels and Hospitality
La Jolla Mariott – San Diego, CA
By the Sea Motel – Laguna Beach, CA
Disneyland Hotel – Anaheim, CA
Disneyland California Grand Hotel – Anaheim, CA

Lender OREO – Special Assets
Tract 17413-1 (207 Lots) – Lake Elsinore, CA
Provence (828 Acres) – Santa Clarita, CA
Carlsbad Highlands Mitigation Bank – Carlsbad, CA
Rancho Verde (174 Lots) – Carlsbad, CA
4200 Harbor Drive Waterfront Condo 130 – Carlsbad, CA
Tracts 23880 & 23881 (196 Lots) – Murrieta, CA
Tract 23879 (261 Lots) – Murrieta, CA
Singing Hills (41 Acre Lots) – San Diego, CA
Serenity (216 Lots) – Lake Elsinore, CA
Tract 44344 (78 Lots) – Canyon Country, CA
Regents Park (554 Units) – San Diego, CA

Other Residential – Due Diligence, Development, Disposition
Symphony Towers Addition – San Diego, CA
Whaler’s Cove Apartments 80 Units – Carlsbad, CA
Cable Lakes (473 Units) – San Bernardino, CA
Thunderbird Cove (22 Custom Lots) Rancho Mirage, CA

Asset Management / Development Consulting
Manchester Pacific Gateway – San Diego, CA
Development and Ground Lease Consulting
US Navy – Marine Housing Portfolios
Asset Management and Budgets, 26,500 Homes
Redevelopment Projects
San Diego State University Redevelopment Program 1.0 (1989)

Groups

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